Family Financials Archives - Adviser Investments

Investing for Life

Family Financials

5 Financial Habits to Break

April 9, 2021

In sports, even the flashiest of moves or the cleverest strategies won’t help you win if you haven’t taken the time to master the fundamentals. Likewise, even savvy investors fall victim to certain pitfalls when it comes to managing their finances. Addressing these bad habits can help you build a stronger financial …

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Planning in Your 50s: Streamlining

March 26, 2021

From your first checking account to your current 401(k) plan, by the time you reach your 50s, you may have opened accounts with numerous financial institutions. But if you’re like most people, you may not have closed nearly as many. When we begin the financial planning process for our clients and see …

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Financial Planning in Your 50s

March 19, 2021

Raising a family and building your career is enough to keep most people plenty busy—so much so that many don’t take financial planning seriously until their 50s, when they first see their retirement horizon approaching. If you are in your 50s, here are five tips to make sure that you’re preparing properly …

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Special Report

Social Security's Role in Your Retirement

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3 Savvy Budgeting Strategies

March 12, 2021

Budgeting is something that many of us would rather avoid. But it’s an essential exercise—and often far easier than you think. In fact, investing time today will help you manage your money more efficiently and reach your goals faster. Let’s explore three common methods of budgeting and how they might work for …

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Early Retirement Playbook

February 26, 2021

The surge in unemployment during the pandemic has led some people to retire sooner than they planned. Whether it’s a personal decision or one that has been imposed on you, here are four ways to make early retirement both fun and feasible:

  • Get a Handle on Your Expenses. Your biggest concern is
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    Plan Your Post-Pandemic Expenses

    February 19, 2021

    After nearly a year of upheaval in our investments and our lives—markets crashing, then soaring; travel plans canceled, weddings postponed—we’ve all started to look toward brighter days. But remember, greater freedom to travel and entertain can come with a higher price tag. Take the time now to consider future expenses to help …

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    Special Report

    Making the Most of Your Charitable Giving

    Save Some Money and Do Some Good

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    Understanding Your Credit Score

    February 5, 2021

    Just as your blood pressure reading is an indication of your health, your credit score provides helpful shorthand for your financial well-being. Your creditworthiness directly impacts your pocketbook, affecting the interest rates you’ll be offered on loans, your insurance premiums, even your job prospects—employers often check a candidate’s credit history when hiring. …

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    Is Your Umbrella Open?

    January 29, 2021

    When unexpected storm clouds roll into your life, you don’t want to be caught without an umbrella. Insurance plays a critical role in protecting you from getting drenched—and for a truly robust wealth plan, it’s important to have more than bare-minimum coverage. That’s why our financial planning consultations always include a discussion …

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